Deals & Moves: Beacon Pointe Acquires $360M Female-Founded RIA

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Beacon Pointe Advisors Adds Female-Founded RIA to East Coast Footprint

Beacon Pointe Advisors, a Newport Beach, Calif.-based registered concern advisor with astir $63 cardinal successful lawsuit assets, added its sixth squad successful Massachusetts successful the past 2 years with the acquisition of Financially In Tune.

The Stoneham, Mass.-based RIA was founded by Jeanne Gibson Sullivan successful 2011 and manages astir $360 cardinal successful assets. Gibson Sullivan started retired successful advising astatine Back Bay Financial Group, according to BrokerCheck, and built her steadfast to see Partner Philip Lee, Principal and advisor Jennifer Kundrot, and Principal and Operations Manager Mandy Magee. 

“As our steadfast grew, we came to admit the value of partnering with a steadfast that would let america to grow the resources disposable to our clients and our team," Sullivan said successful a statement.

Financially In Tune focuses connected "financial acquisition and empowerment, helping clients navigate large beingness transitions,” according to the announcement, aligning with Beacon Pointe Women's Advisory Institute’s division, which focuses connected advising women and their families. In November 2025, Beacon Pointe said it acquired its 5th female-led squad with a woody for Hemington Wealth Management, which had astir $1.2 cardinal successful lawsuit assets. 

In February, the RIA's co-founder and erstwhile CEO Shannon Eusey stepped down to beryllium seat of the committee and was succeeded by president Matt Cooper successful the apical role.

Turkey Hill Management advised Financially In Tune connected the move.  

TritonPoint Partners Welcomes Father-Son Team

TritonPoint Partners, portion of the Dynasty Financial Partners network, has recruited father-son squad Richard and Robert Sichel to articulation the registered concern advisor from a Philadelphia-area office. Father Richard Sichel had antecedently managed astir $350 cardinal successful lawsuit assets astatine the Philadelphia Trust Company, according to TritonPoint and regulatory filings.

Richard Sichel joins arsenic a spouse and managing manager astatine TritonPoint Partners, a sister acquisition limb of TritonPoint Wealth. TritonPoint Partners has astir $786 cardinal successful assets nether management, portion TritonPoint Wealth has astir $1.55 cardinal successful AUM, according to their astir caller Form ADVs.

The duo is joining TritonPoint successful portion to leverage its advisor services that see investment, taxation optimization, and spot offerings, according to the announcement.

Robert Sichel had been a spouse and caput of the fiduciary signifier astatine K&L Gates LLP.